PVWM
Point View Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.13M | Sell |
16,905
-541
| -3% | -$68.1K | 0.86% | 31 |
|
|
2020
Q3 | $2.12M | Sell |
17,446
-53
| -0.3% | -$6.4K | 1% | 22 |
|
|
2020
Q2 | $2.11M | Sell |
17,499
-480
| -3% | -$58K | 1.01% | 17 |
|
|
2020
Q1 | $1.99M | Buy |
17,979
+667
| +4% | +$74K | 1.09% | 16 |
|
|
2019
Q4 | $2.32M | Buy |
17,312
+791
| +5% | +$106K | 0.96% | 22 |
|
|
2019
Q3 | $2.4M | Sell |
16,521
-786
| -5% | -$114K | 1.09% | 15 |
|
|
2019
Q2 | $2.39M | Buy |
17,307
+516
| +3% | +$71.2K | 1.02% | 18 |
|
|
2019
Q1 | $2.37M | Buy |
16,791
+67
| +0.4% | +$9.44K | 1.05% | 17 |
|
|
2018
Q4 | $1.9M | Buy |
16,724
+528
| +3% | +$60K | 0.96% | 26 |
|
|
2018
Q3 | $2.45M | Buy |
16,196
+261
| +2% | +$39.5K | 1.09% | 16 |
|
|
2018
Q2 | $2.23M | Buy |
15,935
+635
| +4% | +$88.7K | 1.03% | 20 |
|
|
2018
Q1 | $2.35M | Buy |
15,300
+334
| +2% | +$51.4K | 1.13% | 14 |
|
|
2017
Q4 | $2.3M | Buy |
14,966
+85
| +0.6% | +$12.9K | 1.09% | 16 |
|
|
2017
Q3 | $2.16M | Sell |
14,881
-200
| -1% | -$29K | 1.04% | 19 |
|
|
2017
Q2 | $2.32M | Buy |
15,081
+1,519
| +11% | +$234K | 1.14% | 14 |
|
|
2017
Q1 | $2.36M | Buy |
13,562
+2,670
| +25% | +$465K | 1.22% | 14 |
|
|
2016
Q4 | $1.81M | Buy |
10,892
+37
| +0.3% | +$6.19K | 1.04% | 18 |
|
|
2016
Q3 | $1.72M | Buy |
10,855
+71
| +0.7% | +$11.2K | 1.02% | 18 |
|
|
2016
Q2 | $1.64M | Buy |
10,784
+250
| +2% | +$37.9K | 0.99% | 20 |
|
|
2016
Q1 | $1.6M | Buy |
10,534
+2,491
| +31% | +$377K | 1.03% | 20 |
|
|
2015
Q4 | $1.11M | Sell |
8,043
-295
| -4% | -$40.7K | 0.8% | 33 |
|
|
2015
Q3 | $1.21M | Buy |
8,338
+1,384
| +20% | +$201K | 0.97% | 29 |
|
|
2015
Q2 | $1.13M | Buy |
6,954
+126
| +2% | +$20.5K | 0.88% | 31 |
|
|
2015
Q1 | $1.1M | Buy |
6,828
+737
| +12% | +$118K | 0.85% | 37 |
|
|
2014
Q4 | $977K | Buy |
6,091
+1,727
| +40% | +$277K | 0.73% | 41 |
|
|
2014
Q3 | $828K | Buy |
4,364
+151
| +4% | +$28.7K | 0.7% | 44 |
|
|
2014
Q2 | $764K | Buy |
4,213
+278
| +7% | +$50.4K | 0.66% | 49 |
|
|
2014
Q1 | $757K | Buy |
3,935
+541
| +16% | +$104K | 0.69% | 45 |
|
|
2013
Q4 | $637K | Buy |
+3,394
| New | +$637K | 0.6% | 56 |
|